Bell Investment Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42K | Sell |
123
-22
| -15% | -$611 | ﹤0.01% | 1149 |
|
|
2025
Q1 | $3.76K | Buy |
145
+22
| +18% | +$570 | ﹤0.01% | 1046 |
|
|
2024
Q4 | $3.28K | Buy |
123
+18
| +17% | +$480 | ﹤0.01% | 1131 |
|
|
2024
Q3 | $3.48K | Hold |
105
| – | – | ﹤0.01% | 1107 |
|
|
2024
Q2 | $1.97K | Hold |
105
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q1 | $2.23K | Sell |
105
-47
| -31% | -$1K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $3.14K | Buy |
152
+127
| +508% | +$2.62K | ﹤0.01% | 1125 |
|
|
2023
Q3 | $476 | Buy |
+25
| New | +$476 | ﹤0.01% | 1814 |
|